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Wealth Concierge & Client Services Specialist
Job in
McLean, Fairfax County, Virginia, USA
Listed on 2026-06-27
Listing for:
NCAA (National Collegiate Athletic Association)
Full Time
position Listed on 2026-06-27
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
NCAA (National Collegiate Athletic Association) in McLean, Virginia is looking for a Client Service Specialist to support wealth advisors by managing daily client needs and providing a seamless experience for high-net-worth families. The role requires strong organizational skills, a service-first mindset, and the ability to anticipate client needs.
The ideal candidate will have 3-5 years of experience in financial services, excellent communication skills, and a high degree of discretion when handling confidential information. The position is in-person at our McLean office, offering a blend of relationship management and logistics coordination.
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